Journey Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Journey Advisory Group, LLC

$834 Million
Q4 2024

A detailed history of Journey Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Journey Advisory Group, LLC holds 72,037 shares of VIG stock, worth $13.1 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

72,037

Previous 72,037 -0.0%

Holding current value

$13.1 Million

Previous $13.1 Million -0.0%

% of portfolio

1.57%

Previous 1.52%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $122,040 - $122,040	-670 Reduced 0.92%	72,037 $13.1 Million
Q2 2024 Aug 02, 2024	BUY	$173.33 - $185.29 $729,372 - $779,700	4,208 Added 6.14%	72,707 $13.3 Million
Q1 2024 May 09, 2024	BUY	$168.47 - $182.98 $151,454 - $164,499	899 Added 1.33%	68,499 $12.5 Million
Q4 2023 Feb 12, 2024	BUY	$150.16 - $171.16 $768,518 - $875,996	5,118 Added 8.19%	67,600 $11.5 Million
Q3 2023 Nov 15, 2023	BUY	$155.38 - $166.95 $253,580 - $272,462	1,632 Added 2.68%	62,482 $9.71 Million
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $5.51 Million - $5.86 Million	36,051 Added 145.37%	60,850 $9.88 Million
Q1 2023 May 04, 2023	BUY	$147.24 - $158.33 $1.43 Million - $1.54 Million	9,734 Added 64.61%	24,799 $3.82 Million
Q4 2022 Feb 07, 2023	SELL	$144.84 - $158.71 $460,011 - $504,062	-3,176 Reduced 17.41%	15,065 $2.29 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-19 Reduced 0.1%	18,241 $2.47 Million
Q2 2022 Aug 02, 2022	BUY	N/A	5,424 Added 42.26%	18,260 $2.8 Million
Q1 2022 May 13, 2022	BUY	N/A	10,872 Added 553.56%	12,836 $2.08 Million
Q4 2021 Feb 11, 2022	BUY	N/A	134 Added 7.32%	1,964 $337,000
Q3 2021 Nov 12, 2021	BUY	N/A	211 Added 13.03%	1,830 $281,000
Q2 2021 Aug 13, 2021	BUY	N/A	259 Added 19.04%	1,619 $251,000
Q1 2021 May 11, 2021	BUY	N/A	1,360 New	1,360 $200,000

Others Institutions Holding VIG

# of Institutions

2,490

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.

Account

Journey Advisory Group, LLC Vanguard Dividend Appreciation Transaction History